State of AI Infrastructure Funding 2026

25 active investors and 109 funded companies in AI Infrastructure. Most active: Andreessen Horowitz, Sequoia Capital, Kleiner Perkins.

AI Infrastructure accounts for 120 tracked companies with verified cap-table data, 120 of which disclose round sizes totalling $316B. The median disclosed raise is $453M, and the largest is OpenAI at $117B, ahead of Cerebras Systems ($63B) and xAI ($12B).

The names that recur most often on these ai infrastructure cap tables are Andreessen Horowitz (16 companies), NVIDIA (15 companies), Nvidia (14 companies), Sequoia Capital (13 companies), General Catalyst (11 companies), BlackRock (8 companies). By latest disclosed round, the market skews Series C (30), Series B (16), Series D (16), Series A (12).

Best funded AI Infrastructure companies

  1. OpenAI — $117B (latest: Growth)
  2. Cerebras Systems — $63B (latest: IPO)
  3. xAI — $12B (latest: Series C)
  4. Aligned — $12B (latest: Growth)
  5. STACK INFRASTRUCTURE — $10B (latest: Growth)
  6. Vantage Data Centers — $9.2B (latest: Growth)
  7. Compass Datacenters — $5.7B (latest: Growth)
  8. Cologix — $5B (latest: Growth)
  9. CoreWeave — $4.9B (latest: IPO)
  10. DayOne — $3.9B (latest: Series C)
  11. Crusoe Energy Systems — $3.9B (latest: Series E)
  12. Databricks — $3.6B (latest: Series H)
  13. Groq — $3B (latest: Growth)
  14. Thinking Machines Lab — $2B (latest: Seed)
  15. Reflection.Ai — $2B (latest: Series B)

More AI Infrastructure research (3)

Research on comparable markets (14)

Sector × city funding reports (20)

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